Beth Marie Koonce
Investment adviser representative at Keller Wealth Advisors
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$923.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Kmh Wealth Management, LLCJan 2018 to now
- Keller Wealth AdvisorsJun 2016 to now
- Kmh Wealth Management, LLCJan 2016 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (TX).
Keller Wealth Advisors
Legal name: Kmh Wealth Management, LLC
$923.1MAssets managed
556Clients
7Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6649859
- Firm CRD
- 111610